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Shirley Luu

Shirley Luu is an Award-winning financial advisor, hands-on trainer, author, a national speaker on financial literacy, and renowned wealth guru. Her 25 years of expertise in the financial services field sets her apart as one of the industry’s most notable connoisseurs.

Serving as an Executive Field Chairman for First Financial Security, Shirley Luu has dedicated over 17 years to informing, educating, and empowering individuals and small and large business owners on the most powerful mediums for lifetime income and retirement.

With the new branding “Shirley Luu & Associates, LLC.”, Shirley and her team of licensed professionals continue to master the nuances of configuring the best financial and insurance products to serve her clients’ specific financial security needs.

Her personal journey, as a widowed mother of three, has allowed her to recognize the unique challenges that exist for women, front and center. She actively empowers women across the globe to “know their money” through various educational and enrichment programs, including the LiSA Initiative.

 Shirley Luu sits on the Advisory Board of the Tysons Regional Chamber of Commerce, is a proud sponsor and speaker for the Towson University, Maryland University, George Mason University Entrepreneurs and Finance Club... and many more. She is currently preparing new initiatives with Microsoft to integrate technology and finance.

 Amid Shirley’s profusion of recognitions, many of her awards and achievements highlight her support for countless nonprofit and philanthropic causes. Other programs include but are not limited to championing on Guaranteed Lifetime Income, Financial Literacy, and Smart Retirement featured in Forbes 2016 Magazine; Monthly Syndication on Sirius XM Satellite Radio in all 50 states; Host and Co-producer of the Cable Television Series The Real Secrets of Money; and Financial Literacy Speaker on Dish Network in the U.S. and Canada. She was also interviewed on ABC Channel 7 WJLA and Channel 9 WUSA in 2019 and 2020.


 Awards and Recognitions

  • ·      2020 "Woman of the year” granted by COPA Style Magazine
  • ·      2019 Northern Virginia Leadership Awards – Corporate Leadership - Individual category, December 2019
  • ·      Fairfax County Bea Malone Small Business Award, September 2019
  • ·      Cover page featuring of the Special Edition for 10th Anniversary of “Women of Wealth” Magazine, October 2019
  • ·      Women of the Year, COPA Magazine Cover, September 2019
  • ·      Featured in Oprah Magazine, July 2018
  • ·      First Financial Security prestigious MVP Award (2018, 2017& 2015)
  • ·      Forbes Magazine Top Financial Leader, October 2016
  • ·      Gold Achievers Award Winner, American Equity’s Top 3% of 8,000 Agents (2016, 2015, 2014 and 2013)
  • ·      John C. Maxwell Leadership Award, 2016
  • ·      Recognized by the Attorney General of Anne Arundel County of Maryland, 2016
  • ·      Featured in Doc Walker’s ProView Magazine, 2016 and 2017, “The Retirement Playbook with Coach Luu”
  • ·      2015 Philanthropist of the Year Award given by V.I.P. EVENTS and recognized by the Attorney General of Anne Arundel County of Maryland
  • ·      Winner for 2015 Smart CEO’s Brava! Awards Program honoring top female CEO’s
  • ·      Proud sponsor and speaker at George Mason University’s Entrepreneurs and Finance Club providing financial assistance for graduates interested in the Insurance Industry
  • ·      In 2015, Shirley’s team helped sign up over 5000 clients for ACA/Obamacare through community outreach programs such as Radio, TV and print Media on educating the masses on healthcare
  • ·      Invited to The White House [2014] for recognition for Champions of Change for the ACA/Obamacare
  • ·      Nominated and Awarded by the Asian American Round Table (AABR) for Mortgage and Financial Services of the Year Award for Washington, D.C. Metropolitan Area. This award was recognized and endorsed with recommendation letters from Governor Robert Ehrlich of Maryland, Governor Mark Warner of Virginia, Mayor  Anthony Williams of D.C., and Congressman John Kerry, along with Nydia Velasquez from the U.S. House of Representatives

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